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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,133 | $123,000-55.2% | $105,582-47.8% | $198,609-72.2% |
| Participation rate | 40.0% | 76.8%-36.8pp | 71.8%-31.8pp | 82.4%-42.4pp |
| Annual return | 13.46% | 18.31%-4.8pp | 18.61%-5.2pp | 202.70%-189.2pp |
| Employer contribution / active EE | $678 | $3,582-81.1% | $2,984-77.3% | $5,055-86.6% |
| Participant deferral / active EE | $4,014 | $5,013-19.9% | $4,353-7.8% | $6,977-42.5% |
| Admin fee / account holder | $1,957 | $16,254-88.0% | $12,856-84.8% | $19,030-89.7% |